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Kick Off Summer by Improving Your Consolidations Process
School is almost out, but you can still ace your corporate reporting by performing your consolidations process in Anaplan! The close and consolidation process can lead to late nights at work, but Anaplan’s real-time calculations can save you some extra hours—giving you more time to spend outside in the summer sun.…
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For Newbie Anaplanners - Learn How to Add Users
Learn How to Add Users into Anaplan Workspace We know that how good it feels when you start exploring Anaplan on your own. One very important area that needs special attention from you all is USERS section in Anaplan. This is the section where you add Users into Anaplan or remove users from Anaplan. There are other things…
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Planual Explained - Day 11
"Rule 2.01-13": Article 2, Chapter 1, and Rule 13 – “Separate Transaction Data from Attribute/Property Data”. Keep the non-time based data in a separate module from static attributes. It goes against NECESSARY element of PLANS if you wish to go against the rule Here is how it was done in Pre Planual Era: Even after best…
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Adust daily figures to preserve monthly totals while switching from a weekly to a regular calendar
Hello community, I am trying to adjust my daily sales forecast so that the monthly calendar total matches the monthly "weekly-calendar" total, while keeping my seasonality as close to reality as possible. A simple picture will tell more than 100 words. .Spreadsheet…
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Practice
Hello Anaplan Community, I am new to Anaplan. How can I practice building pages and dashboards. Is there any practice environment for Anaplan. Thanks for your suggestions
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Return Value from Module with Time Dimension
Hi Guys, This might be simple to some but I am having problem with the result here. See below Module 1 is a module where users input the start of Data of Projection, this is their input module. Module 2 on the other hand is a Line Item named Value and a Time Dimension. So if a user input a Date (Time Period format) April…
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Sum values based on period
Hi, Need a help to build a formula, have attached a screenshot for reference. Formula Needs to be build in Revenue Seasonality which need to take the values from Revenue Column and doing the sum of Periods. For Example: Period 1 amounts: 112+ 95. Needs to be clubbed as 207 and shown in Revenue Seasonality against all the…
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Active child under a Parent - Check only future periods
Hi - I have a hierarchy of two levels - L1 (Parent) and L2 (Child). I have a module with the L2 dimension where a boolean line item is input across time periods (past and future). As we roll into the future, only the future x number of periods (say, 8 ) is updated to check which child members are active under a parent. My…
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Disaggregation
Hi - I have five levels of hierarchy for one dimension and four levels for another dimension. The forecast is generated at these two dimensions at the lower levels of the hierarchy and the ask from the business is that they can input any level in the hierarchy - there are different types of inputs from different…
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Planual Explained - Day 10
"Rule 2.01-11": Article 2, Chapter 1, and Rule 11 – Keep the Dimension Order consistent. Ensure the dimension order is consistent between modules. Calculations are faster if the common dimensions are in the same order in the “Applies to” section. The size of the list is not as critical as the order. It goes against…
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Revision of IF formula
Hi Guys, So I have an issue with my IF formula, initially I was able to get the logic of this but the client decided to add a Contract Status (Full Cancellation). After that my count seems to be out in some months. So I need to adjust the logic but for some reason I am getting the correct results in some months but after…
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Is Lookup within same module possible?
Hi, Is it possible to apply lookup within same module? I know direct link can work but, i need to get value of a particular list item of the same module. Thanks!
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Subsidiary Views - Synch DB from a module with a specific line item
Hi Team, Anaplan states that 1 of the only acceptable times to use a Subsidiary view is where you are syncing Dashboards from a module with a specific line item Is anyone able to help with an example of this? Thanks! Mark
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Subsidiary Views - Ratio Formula
Hi Team, In both the Subsidiary views training video and in the Planual it mentions that Subsidiary views should be used where a ratio needs to be in the same module but doesn't full require full dimensionality Can anyone provide an example of this I'm I can't picture it Thanks! Mark
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Select all the line items matching the text
Hi, The module is Numbered List as a dimension. Requirement: to flag all the members matching the text member of the dimension. Attached the screenshot for reference. Dimension is numbered list with the property as a text (display name) TEST 2 : selection through some formula flag. Requirement is I need a boolean to flag…
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Planual Explained - Day 9
"Rule 2.01-06": Article 2, Chapter 1, and Rule 6 – “Avoid using Subsidiary Views”. Subsidiary views are difficult to work with and audit. Try and minimize their use especially for calculation modules; create groups of calculation modules instead with like dimensionality”. It goes against Auditable element of PLANS if you…
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Top Level - Page Selectors
Hi Team, I find that sometimes Page Selectors published to a Dashboard default to a list item other than the Top Level item on opening even though the 'Use Top Level as Default Page' has been selected within the List How do you set it up so it always opens on the top level? FYI - In the below example 'All Investment Cases'…
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Bill of Material (BOM) structure in Anaplan
Hi, I am currently building a model for production planning, which is largely based on the Bill of Material (BOM) of the different products. I have previously discussed other topics regarding this in this thread. I have however another question which it would be great to get some input on, namely how to build the BOM…
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How show first ten items in a chart/table
Hello. I have one problem with asceding sorting in anaplan So, for example: I have module with dimensions: Users, Time, Line Items (value). I need to filter my values in the way to show only top10 values on the chart. Are there any ideas or tricks how to do it? I faced a problem that fuction 'RANK' doesnt work with users.
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Not able to load special character
I am not able to upload List with special characters in my Anaplan model correctly. When I am uploading list with special characters, Anaplan is ignoring special characters and considering the other English language character. The line items are formatted as TEXT in list in Anaplan model. Ex: For name "STARK JYVŠSKYLŠ"…
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Email %40 error
Hi, I'm coming across an error where for a text email formatted line item, email addresses are sometimes captured with %40 instead of the @ symbol. For example, typing in john@abc.com saves as john%40abc.com instead. When later line items with the MAILTO function then reference this, the generated email will be sent to…
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Planual Explained - Day 8
“Rule 1.07-02”: Article 1, Chapter 7, and Rule 2 – “Version line item subsets”. Use line item subsets to create different numeric formulae to avoid multiple ifs. It goes against Performance, Logical elements of PLANS if you wish to use multiple if statements. Use Case: Based on the user defined months we want to compare…
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Tier Pricing
Supply Chain Anaplanners! Just found out my tier pricing best-practice article was published on the Anaplan Community Site. In this article I show you, step by step, the most optimized way to implement price lookups in Anaplan. Great for wholesale and CPG use-cases. I can not possibly share this post without thanking Rob…
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Is it possible to roll forward balance within the same List?
Hi, I have Deal List and Funds List with their Top Levels and Beg. Available Fund, Fund Utilization for the deal, and Remaining Fund as the Line Items. In module, Deal list and Funds List appearing in the Rows (Each deal has the same Funds list appearing again) and Line items in columns.The scenario is, one by one each…
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How I can avoid Display Period in Module without filter
Hi, In my module I am using a Week Time Scale however, I don't want period to display in it also, I don't want any filter or hidden technique to achieve the same. Thanks!
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Level 2 Model Building Size?
Hi folks, Can anyone confirm LM2 model building all activities completed till the end model size? I am starting lm2, have limited workspace access, was wondering if anyone can let know before I begin. Thank you so much! This community is awesome and you guys are super helpful! Grateful.
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How to obtain Period Format item for out of time range month
Hi experts, Could you please help me, obtaining period formatted item for out-of-time-range month? example) Financial year: 2018/4 ~2022/3 target month: 2018/3 ➡ Mar 18 (expected), Blank(actually)
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Partial weeks split bw months
Need the split of a week which overlapped two months into 2 partial-weeks. The target is to have a full calendar view of month and weeks together. The costumer can make planning on month or alternatively on week level, where data will consistently splited or aggregated. Moreover it is also important for aggregating the…
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Sum, Lookup Mapping
Hi, Still in the initial learning phase.Was wondering about Sum, Lookup function. When it comes to mapping, any line item in the source module, target module, or any other sys module can be used? Thanks
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Attribute Module for Inbuilt Users List
Suppose I have a module with Inbuilt Users list as a dimension (No other list should be used as a dimension in that module). Now if I can create a line item which will pull the attributes from Users Command of Anaplan into this module. Just click and refer. For example If I want to see what is the model role of the User I…